Position in SITC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$544,461
-$162,420 QoQ
Shares Held
137,144
+4.8% QoQ
Ownership
0.261%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#49
of 179 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in SITC Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026JPMORGAN CHASE & CO holds $3,189,718,397 across 26 REIT - Retail names. SITC ranks #24 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
4,276,720 | $956,488,418 | |
| 2 | REG |
Regency Centers Corp
|
6,158,434 | $491,073,520 | |
| 3 | O |
Realty Income Corp
|
6,221,941 | $385,511,455 | |
| 4 | KIM |
Kimco Realty Corp
|
13,946,695 | $353,548,712 | |
| 5 | FRT |
Federal Realty Investment Trust
|
1,520,856 | $187,734,459 | |
| 6 | NNN |
Nnn REIT, Inc.
|
2,414,562 | $112,349,568 | |
| 7 | KRG |
Kite Realty Group Trust
|
3,657,831 | $103,809,238 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
3,259,724 | $102,779,094 |
All Filings in SITC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $544,461 | 137,144 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $706,881 | 130,904 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,981,621 | 308,664 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $5,055,598 | 561,110 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $5,346,370 | 472,712 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $6,766,961 | 527,022 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $7,826,092 | 511,844 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $9,342,774 | 519,043 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $10,029,098 | 2,324,753 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $10,757,352 | 2,468,033 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $13,534,135 | 3,337,477 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $67,778,735 | 18,476,250 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $71,157,649 | 18,091,427 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $40,304,818 | 11,031,687 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $132,097 | 9,670,405 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $16,476,496 | 5,170,801 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $13,832,797 | 3,451,642 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $13,945,015 | 2,804,950 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $11,510,401 | 2,443,952 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $9,292,630 | 2,022,897 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $16,335,422 | 3,645,771 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $11,654,142 | 2,888,711 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $8,200,716 | 2,723,677 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $5,987,954 | 2,795,302 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,045,929 | 848,960 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $1,242,481 | 801,563 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||